The leading factor in the rating is the firm's retention rate of the firm's portfolio managers, which is 86% over the timeframe for which data is available, up to five years. The process is ...
This strategy, over time, has opted for smaller market-cap companies, compared with others in the Long-Short Equity Morningstar Category ... in the Factor Profile module within the Portfolio ...
Dividend stocks are coming back in style, Morningstar says. Here's how investors can play the trend.
as measured by Morningstar's US Market Index, has ballooned from 13.9x to 22.5x from 2023 to 2024, according to Morningstar data sent to BI. That valuation spike wasn't universal, as forward price ...
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